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Harbour Investments Portfolio holdings

AUM $6.48B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.41B
AUM Growth
+$463M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,877
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$11.1M
3
+$9.9M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.78M
5
FTCB icon
First Trust Core Investment Grade ETF
FTCB
+$8.59M

Top Sells

1
+$10.4M
2
+$7.64M
3
+$7.45M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.5M
5
PJUL icon
Innovator US Equity Power Buffer ETF July
PJUL
+$5.02M

Sector Composition

1 Technology 5.77%
2 Financials 2.29%
3 Industrials 1.77%
4 Consumer Staples 1.77%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.21M 0.14%
31,723
+2,757
127
$6.15M 0.14%
194,623
+18,442
128
$6.14M 0.14%
59,603
-549
129
$6.04M 0.14%
22,082
+704
130
$6M 0.14%
88,198
+4,928
131
$5.94M 0.13%
23,365
+4,165
132
$5.93M 0.13%
129,427
+9,158
133
$5.89M 0.13%
25,424
+616
134
$5.88M 0.13%
69,793
-27
135
$5.85M 0.13%
19,258
-106
136
$5.77M 0.13%
73,165
+7,656
137
$5.74M 0.13%
103,784
+4,592
138
$5.66M 0.13%
9,495
+192
139
$5.64M 0.13%
9,921
+150
140
$5.63M 0.13%
11,476
+2,769
141
$5.62M 0.13%
329,680
+286,606
142
$5.6M 0.13%
36,329
+15,083
143
$5.6M 0.13%
23,156
+1,638
144
$5.58M 0.13%
73,402
+21,636
145
$5.57M 0.13%
107,108
-1,047
146
$5.56M 0.13%
130,064
+22,210
147
$5.52M 0.13%
81,916
+737
148
$5.52M 0.13%
31,216
+1,975
149
$5.45M 0.12%
68,131
+4,764
150
$5.41M 0.12%
28,806
+7,965
4 5
6
7 8